PFG Private Wealth Management, LLC VYM Holdings History
PFG Private Wealth Management, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, PFG Private Wealth Management, LLC held 57,612.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $7.43 Mil. This investment constitutes 4.02% of their stock portfolio, and PFG Private Wealth Management, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2021Q3. And since then PFG Private Wealth Management, LLC has made 4 purchases of VYM, at an average price of $117.10, for a total of 120,246.00 shares. In addition, there have been 2 sales at an average price of $126.90 for 62,634.00 shares. Based on historical transaction data and VYM's current price of $134.69, PFG Private Wealth Management, LLC's estimated gain on his VYM holdings is $1.63 Mil, reflecting a 11.56% gain to date.
PFG Private Wealth Management, LLC VYM ($134.69) Holding Chart
PFG Private Wealth Management, LLC VYM ($134.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
